Portfolio Management

Aaron S. Clark, CPA, CFA
Managing Directoraclark@bokf.com
Aaron co-manages all aspects of portfolio management , security selection, and client support. Aaron started his career in public accounting before working as Director of Equity Research for a hedge fund and portfolio management at J.P. Morgan. He received his BSBA from the University of Tulsa.

Randy Boatman
Managing Directorrboatman@bokf.com
Randy co-manages all aspects of portfolio management, security selection, and client support. Randy has worked with institutional investors for over 20+ years and has specialized knowledge in numerous aspects of the fixed income markets. He received his BSBA from the University of Missouri.

Richard Grant
Managing Director - DFW Marketr.grant@bokf.com
Richard serves as the team’s point for the DFW market and co-manages all aspects of portfolio management, security selection, and client support. Richard began his career in institutional investments at Bear Stearns where he worked for 16 years before joining BOK Financial Securities in 2008. Richard has an MBA from Columbia University and an undergraduate degree from Georgetown University.

Clay Fisher
Vice Presidentcfisher@bokf.com
Clay covers all aspects of portfolio management, security selection, and client support. Clay has worked with institutional investors for more than 16 years. He received his BSBA from the University of Kansas.

Brent Crandall
Corporate/CP
Years of Experience: 12
Education: Young University, BSBA; University of Utah, MBA

Advisory Counsel

Kevin S. Rauckman
Managing Directorkrauckman@bokf.com
Kevin brings nearly 30 years of finance and accounting experience to our team most recently as the CFO/Treasurer of Garmin Ltd and their related domestic and international subsidiaries. Kevin serves as a resource to our client base and provides unique operational insights and efficiencies as it relates to the intricacies of corporate cash management.